Newsletter

With last year’s inflation and high interest rates, we find clients are looking to stretch their dollars as much as possible. High-income clients are adjusting their savings and cash flow is tighter.

While there is continued interest in opening a defined benefit or cash balance plan, the process of creating a plan strategy to meet unique needs is taking longer. Clients are wondering how much of their budget they can commit while comparing how much they may save in taxes.

As we begin the tax season final stretch, we are here to talk with you, your client and your client’s CPA to provide guidance for the best retirement savings plan strategy for their unique situation. Don’t wait until March to get started.

Our defined benefit experts are here to help you. We can create custom proposals and design plans to fit your client’s situation.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com